Envision Retirement LLC

Envision Retirement LLC (CRD# 319587) is a financial advisory firm headquartered in Tempe, AZ. They manage $66,844,789 in 478 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
430 W Warner Road, Suite 108, Tempe, AZ 85284
https://www.linkedin.com/in/c-alex-carracedo-cfp%c2%ae-crps%c2%ae-aif%c2%ae-58782822/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $139,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Envision Retirement LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Carracedo, financial advisor Tempe AZ
Christopher A. Carracedo
CRD#: 5540572
430 W Warner Road, Suite 108, Tempe, AZ 85284

Christopher Carracedo (CRD# 5540572) is an Investment Advisor Representative working at Envision Retirement LLC in Tempe, AZ and has over 10 years of experience in the finance industry.

2
Janaye Carracedo, financial advisor Tempe AZ
Janaye L. Carracedo
CRD#: 5104906
430 W Warner Road, Suite 108, Tempe, AZ 85284

Janaye Carracedo (CRD# 5104906) is an Investment Advisor Representative working at Envision Retirement LLC in Tempe, AZ and has over 15 years of experience in the finance industry.

3
James Dabbs, financial advisor Tempe AZ
James A. Dabbs
CRD#: 1446385
430 W Warner Road, Suite 108, Tempe, AZ 85284

James Dabbs (CRD# 1446385) is an Investment Advisor Representative working at Envision Retirement LLC in Tempe, AZ and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals